Best Financial Advisors in Bend, OR

“Our previous advisor talked us into long term investments which have tied up our savings for over 8 years and Jack has not been able to do anything with those funds.”

“Neal Richards has been our financial advisor for three years, originally through the offices of Cascade Financial Strategies, most recently in his office at Axiom Wealth Strategies.”

“I have had many advisers over the years and I feel that what sets David apart from the rest is that he always provides advice and makes decisions based on what's in MY best interest and makes that a priority.”

“I was ripped off pretty badly by a financial planner in the far distant past so I was not planning on using one again until I realized how bad I was at managing everything.”

“The communication is impeccable and attention to detail qualifying the financial needs of the customer is fantastic.”

“My husband and I have been investing with Matt Kettering for years and couldn't be happier with his attention to detail, communication skills, and professional advice.”

“Klein Investment Strategies is a full-scale financial investment services company located in Bend, Oregon.  We offer objective guidance based upon comprehensive research and personalized investment strategies that help our clients pursue their fin...”

“At Paltzer Wealth Management, our mission is to help you reach your financial goals. We do this by working side-by-side with you, listening to your aspirations and priorities, and using our knowledge and experience to create a personalized financial ...”

“At Blue Anchor, we put YOU at the center of all we do. You can expect a personal, honest, and sincere approach to investing and planning. We care about each of our clients' financial experience and that is how we have gained their trust for nearly 20...”

“What sets us apart is that we care, it's the driving force behind everything we do. We take the time to get to know you, what matters to you, what your goals are, and what keeps you up at night. Then every decision we make is with your best interest ...”

“Markets around the world can move at a moment's notice online order entry provides trade execution to major markets worldwide, day or night.”

“At Aspire Wealth Advisors, we go beyond the suit and tie to bring you transparent personal wealth management in an approachable and compassionate way. While everyone has different reasons for pursuing financial planning advice, Aspire Wealth Advisors...”

“Road maps are incredibly useful tools: We use them to shape our direction and navigate all kinds of journeys. If you have a solid plan for getting where you're going, you can take the time to enjoy the view along the way.”

“Most people spend a great deal of time and energy planning how they are going to get to retirement. When the time finally comes to take the leap, most realize they don't have a plan in place to take what they've earned and enjoy it.”

“Whether you have inherited wealth, are in the accumulation stage, or a successful business owner who wants to ensure the preservation of wealth for future generations, you can trust Capstone Wealth Management Group, LLC for your needs. Call today to ...”

“Understanding that individuals face unique challenges as they prepare for retirement. Kleinsmith Resource Management, LLC can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your famil...”